Individual Investors
We work with you to develop an effective and comprehensive plan to take care of your family and property.
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Business 401(k)s
We analyze company retirement plans for high costs and poor performance and then provide a hassle free solution for the owner or HR person.
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We offer any 401(k) Plan participant a chance to consult with us to learn how to build a better 401(k) portfolio based on their age, risk tolerance, years until retirement, and outside investments. Learn More
There are many insurance companies that offer Variable Annuities. We will help you determine which one(s) are most suitable for you. Learn More
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Meridian Financial Group advises individuals and businesses who seek financial strategies for their retirement.
Individual Investors
When it comes to investing, trust is important. That is why we place particular value on personal relationships with our customers.
401(k) Individual
Most people do not understand stocks, bonds, and mutual funds. Nor do they understand asset allocation investment strategies.
401(k) Plan Analysis
We analyze company retirement plans for high costs and poor performance and then provide a hassle free solution for the owner or HR person.
Retirement Income
The Company Pension may be gone, but there are investment strategies that mimic this concept and provide you with a retirement income.
